When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth.


Take a look at our latest recorded video events.

Interest Rates | Bogart Wealth's Learning Series
ADDITIONAL DISCLOSURE INFORMATION:This content has been independently produced by Bogart ...
Medicare Planning | Bogart Wealth's Learning Series
Roth Conversion Planning | Bogart Wealth's Learning Series

Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

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We Believe the answer is Bogart wealth

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Are their recommendations based purely on what’s best for you?

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Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

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Do giant financial firms really serve your interests?

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Ever question the loyalty of your advisors?

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Are their recommendations based purely on what’s best for you?

Schedule a Wealth Coaching Session

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Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 


Are Your Dreams Unique?

Our firm, experienced in advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.


Take a look at the latest insights straight from our resource center. 

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Estate Planning

Understanding Defined Benefit Plans

You may be counting on funds from a defined benefit plan to help you achieve ...
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Restricted Stock Units | Ep. 9 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Restricted Stock Units

Financial Advisor Patrick Marcinko, CFP® joins James Bogart, CFP®, CHFC® to discuss the complex topic ...
Read More →
Adding Value After Retirement | Ep. 8 | THE BOGART EFFECT: A Wealthy Wisdom Podcast

Adding Value After Retirement

Financial Advisor Mike Camara, CFP® from our Woodlands, TX office joins James Bogart, CFP®, CHFC® ...
Read More →
people meeting discussion design talking blueprint 2023 11 27 05 10 30 utc | Bogart Wealth
Education Planning

Financial Basics for Millennials

With age comes responsibility, so if you’re a young adult in your 20s or 30s, ...
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Is Bogart right for me?

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